Fidelity Investments
MXE

Fidelity Investments’s Mexico Equity and Income Fund MXE Stock Holding History

Fidelity Investments’s Portfolio MXE Stock Details MXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$8 – 5555
2024
Q4 		$8 Buy
+1
New +$9 ﹤0.01% 5459
2019
Q1 		– Sell
-1
Closed – – 3991
2018
Q4 		$0 Buy
+1
New +$11 ﹤0.01% 3910

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments's MXE Position: Q1 2025 in Review

Fidelity Investments sold out of Mexico Equity and Income Fund (MXE) in Q1 2025, closing a stake of 1 share — an estimated $8 sold.

Fidelity Investments first reported a position in MXE in Q4 2018 and held it in 2 quarters. The position peaked at $8 in Q4 2024. 22 funds tracked by Wall St. Rank hold MXE as of Q1 2025.

  • Fidelity Investments reported no remaining Mexico Equity and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Mexico Equity and Income Fund share in Q1 2025, an estimated $8.
  • Fidelity Investments first reported a position in Mexico Equity and Income Fund in Q4 2018 and held it in 2 quarters.
  • Fidelity Investments's Mexico Equity and Income Fund position peaked at $8 in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.